Dennis Morton

Dennis Morton

Co-Founder and Principal

Morton Brown Family Wealth

“As co-founder and principal of Morton Brown Family Wealth, I am proud to lead a growing wealth management firm in the Lehigh Valley,” said Morton. “Alongside my business partner, Kathryn Brown, we lead a team of financial professionals who are driven by an uncompromising dedication to excellent client service and an unwavering commitment to the fiduciary standard. … In addition to shared management duties, I am responsible for our firm’s investment strategies and business development initiatives. As a financial advisor, I partner with a growing number of families who have sophisticated and complex financial planning needs as well as multiple priorities, opportunities and risks associated with their wealth.”

He said the biggest challenge over the past year has been the high level of investor pessimism. “Unfortunately, the 24-hour news cycle and attention-grabbing financial headlines have accelerated these feelings of unease. I found that many investors were simultaneously jarred by a variety of events and expecting their adviser to predict the future with certainty. … However, I committed to exercising the influence I have as a trusted advisor to inspire optimism and refocus attention back to the things we can control. … A financial plan built to weather the ups and downs can be empowering and a source of confidence during turmoil.”